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Jason Lackner

THE Huntington Investment Co.

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About Jason Lackner

Jason Lackner is an investment advisor representative with THE Huntington Investment Co.. Jason has been in the securities industry for over 11 years and has a Series 7, Series 66 and SIE license. Jason has been with THE Huntington Investment Co. since March of 2020, prior to that Jason worked with BMO HARRIS FINANCIAL ADVISORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jason is also a licensed insurance agent in the state of Illinois. Jason is an active advisor and is currently registered in the state of Illinois for both securities and investment advisory services. Jason specializes in portfolio management for individuals and businesses.

Firm Information

Jason Lackner is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lackner’s Registration & Firm History

IL

03/16/2020 - Present

THE Huntington Investment Co. (Naperville IL)

IL

06/19/2017 - 04/09/2018

BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)

IL

11/23/2015 - 05/31/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 04/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lackner.
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